SB

Simmons Bank Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$3.03M
3
+$2.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.29M
5
GSBC icon
Great Southern Bancorp
GSBC
+$2.26M

Top Sells

1
+$3.1M
2
+$2.02M
3
+$1.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.25M
5
AEE icon
Ameren
AEE
+$1.25M

Sector Composition

1 Technology 16.23%
2 Financials 12.06%
3 Consumer Discretionary 7.41%
4 Healthcare 5.13%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.36%
90,268
+15,172
52
$3.36M 0.35%
23,752
-420
53
$3.35M 0.35%
119,772
-3,852
54
$3.35M 0.35%
60,805
+603
55
$3.35M 0.35%
13,249
+295
56
$3.32M 0.34%
20,281
+4,030
57
$3.24M 0.34%
270,574
+3,434
58
$3.21M 0.33%
27,657
59
$3.14M 0.33%
71,326
-1,999
60
$3.12M 0.32%
21,450
+200
61
$3.09M 0.32%
68,928
+4,630
62
$3.09M 0.32%
9,954
+2,073
63
$3.03M 0.31%
98,683
-1,316
64
$3.02M 0.31%
28,544
-296
65
$2.85M 0.3%
19,538
-89
66
$2.84M 0.29%
50,075
-379
67
$2.82M 0.29%
52,584
+5,362
68
$2.77M 0.29%
29,526
+3,183
69
$2.7M 0.28%
55,881
-774
70
$2.7M 0.28%
33,757
-2,061
71
$2.7M 0.28%
31,845
+2,375
72
$2.62M 0.27%
98,785
+39,894
73
$2.62M 0.27%
69,784
-1,076
74
$2.6M 0.27%
43,993
+3,044
75
$2.59M 0.27%
35,649
-1,000
1 2
3
4 5